Investment
Funds

We have access to thousands of funds within the industry.

Keeping in line with our core investment strategy, we typically invest our clients in low-cost index funds or exchange-traded funds. If you prefer to invest in funds not listed below, we will work with you to build an investment lineup that suites your needs.

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Stock Funds

Investment Fund

Expense Ratio

Ticker Symbol

Vanguard Total Stock Market Index

0.04%

VTSAX

Vanguard 500 Index

0.04%

VFIAX

Vanguard Value Index

0.06%

VVIAX

Vanguard FTSE All-World ex-US Small-Cap

0.16%

VFSAX

Vanguard Small-Cap Value Index

0.07%

VSIAX

Vanguard Total International Stock Index

0.11%

VTIAX

Vanguard Emerging Markets Index

0.14%

VEMAX

Vanguard Developed Markets Index

0.07%

VTMGX

Bond Funds

Investment Fund

Expense Ratio

Ticker Symbol

Vanguard Short-Term Bond Index

0.07%

VBIRX

Vanguard Total Bond Market Index

0.05%

VBTLX

Vanguard Total International Bond Index

0.12%

VTABX

Vanguard Inflation-Protected Securities

0.10%

VAIPX

Vanguard Short-Term Inflation-Protected Securities

0.07%

VTAPX

Balanced Funds

Investment Fund

Expense Ratio

Ticker Symbol

Vanguard Balanced Index Admiral

0.07%

VBIAX

Vanguard Target Retirement 2065

0.08%

VSXFX

Vanguard Target Retirement 2060

0.08%

VILVX

Vanguard Target Retirement 2055

0.08%

VIVLX

Vanguard Target Retirement 2050

0.08%

VTRLX

Vanguard Target Retirement 2045

0.08%

VITLX

Vanguard Target Retirement 2040

0.08%

VIRSX

Vanguard Target Retirement 2035

0.08%

VITFX

Vanguard Target Retirement 2030

0.08%

VTTWX

Vanguard Target Retirement 2025

0.08%

VRIVX

Real Estate

Investment Fund

Expense Ratio

Ticker Symbol

Vanguard REIT Index Admiral

0.12%

VGSLX

Reserves

Investment Fund

Expense Ratio

Ticker Symbol

Vanguard Federal Money Market Fund Investor

0.11%

VMFXX

The Standard Capital Preservation Income Fund

0.10%

XCPF1

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It all starts with hello.

Fill out this secure form and we'll reach out to you within 24 hours. And we won't send you spam or promotional emails.

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